About The Position

The Sales and Service Representative processes transactions and other customer service requests in a branch. The role helps customers learn about the bank’s capabilities, tools, and resources, and supports branch sales efforts by identifying and referring sales opportunities to the appropriate bank partner. The successful candidate is comfortable initiating conversations, demonstrates professionalism and empathy, learns and adapts quickly to new information and technology, builds effective working relationships, handles shifting priorities, and moves efficiently through problem resolution.

Requirements

  • High school diploma or GED.
  • At least 6 months of customer service experience.
  • Financial literacy.
  • Knowledge of retail banking products and services.
  • Knowledge of branch banking operations.
  • Written and verbal communication skills.
  • Transaction processing skills.
  • Ability to build productive relationships.
  • Attention to detail.

Nice To Haves

  • Experience in sales, cash handling, or in-person customer service.

Responsibilities

  • Foster collaborative partnerships that deliver value for customers, prospects, and colleagues.
  • Initiate conversations to uncover sales or referral opportunities.
  • Listen attentively, ask questions to understand customer needs and preferences, and take prompt action to address immediate needs.
  • Seek coaching, support bank initiatives, and leverage tools to optimize performance.
  • Comply with regulations, bank policies, procedures, and delegated authorities to manage risks related to customer interactions, transactions, and financial exposures.
  • Complete required training by established deadlines.
  • Perform assigned general office management duties to support operational efficiency.
  • For roles designated to take deposits, ensure transaction accuracy and operational efficiency, with accountability for individual contributions and team performance.
  • Process branch transactions and other customer service requests, educate customers about bank capabilities, tools, and resources, and refer sales opportunities to appropriate bank partners.

Benefits

  • The company describes its benefits program as competitive and designed to meet associates’ needs; further details are available through the provided benefits website.
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